Riverview Trust Company’s Sempra SRE Stock Holding History

Riverview Trust Company’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.4K	Hold	210	–	–	0.03%	148
2025 Q4	$18.5K	Hold	210	–	–	0.02%	168
2025 Q3	$18.9K	Hold	210	–	–	0.02%	167
2025 Q2	$15.9K	Hold	210	–	–	0.02%	185
2025 Q1	$15K	Sell	210 -14	-6%	-$1.09K	0.01%	533
2024 Q4	$19.6K	Hold	224	–	–	0.02%	475
2024 Q3	$18.7K	Sell	224 -260	-54%	-$20.8K	0.02%	512
2024 Q2	$36.8K	Sell	484 -246	-34%	-$18.2K	0.03%	272
2024 Q1	$52.4K	Buy	+730	New	+$52.3K	0.04%	235
2023 Q4	–	Sell	-840	Closed	-$57.1K	–	563
2023 Q3	$57.1K	Hold	840	–	–	0.05%	220
2023 Q2	$61.1K	Hold	840	–	–	0.06%	186
2023 Q1	$63.5K	Hold	840	–	–	0.06%	176
2022 Q4	$65K	Buy	840 +356	+74%	+$27.5K	0.06%	179
2022 Q3	$36K	Hold	484	–	–	0.03%	251
2022 Q2	$36K	Hold	484	–	–	0.03%	253
2022 Q1	$41K	Buy	+484	New	+$34.8K	0.03%	245

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverview Trust Company's SRE Position: Q1 2026 in Review

Riverview Trust Company held its Sempra (SRE) position steady in Q1 2026 at 210 shares worth $20.4K. The position accounts for 0.03% of the portfolio, ranked #148.

Riverview Trust Company first reported a position in SRE in Q1 2022 and has held it in 16 quarters since. The position peaked at $65K in Q4 2022. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Riverview Trust Company held 210 shares of Sempra worth $20.4K as of Q1 2026.
Riverview Trust Company left its Sempra share count unchanged in Q1 2026.
Sempra made up 0.03% of Riverview Trust Company's portfolio in Q1 2026, its #148 holding.
Riverview Trust Company first reported a position in Sempra in Q1 2022 and has held it in 16 quarters since.
Riverview Trust Company's Sempra position peaked at $65K in Q4 2022.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.